Matrix released 2Q earnings report

Matrix just released its 2Q earnings report, as below :

Revenue : 147,232m
Net Profit : 30,041m
EPS :13 cents

Declared 7 cents dividend
Entitlement Date : 27/09/2013
EX Date : 25/09/2013
Payment Date : 10/10/2013

Overall, given its good dividend payout and an estimated 70cents annualized EPS, I definitely tracking this stock closely.  At current price, 2.60, it is only going at 3.7x PE.

Bought MATRIX - 22 August 2013

It's been a long while since I have any transaction in the market.  Seeing a sharp fall in recent 3 days, I have decided to start accumulating Matrix @ 2.60.   The IPO price is 2.20 and it has since then payout 13.5cents in dividend.  Based on its 1Q earning, it is deemed to be very attractive at current stock price.  The 2Q earning report should be out any day now.

Portfolio Performance as of 30 June 2013

Stock	Purchase Date	Selling Date	Purchase Price	Selling Price	Current Price	% Gain/Loss
Mudajaya	27-Aug-10		3.075		2.6	-15.45
Mudajaya	13-Jul-11		3.345		2.6	-22.27
Supermx	17-Sep-10	7-Jan-13	2.15	2.05		-4.65
Tws	23-Nov-10	18-Jan-13	3.97	9.07		128.46
Tws	22-Aug-11	18-Jan-13	9.09	9.07		-0.22
Huayang	1-Dec-10	6-May-13	0.7125	2.14		200.35
Huayang	20-Oct-11	6-May-13	1.215	2.17		78.60
Pjdev-wc	25-Jan-11		0.305		0.245	-19.67
Pantech-wa	28-Feb-11	7-May-13	0.325	0.32		-1.54
Digista	18-Oct-11		0.405		0.285	-29.63
Tambun	5-Jul-12	8-Apr-13	0.58	0.945		62.93
Redtone	3-Jan-13		0.4		0.71	77.50
Redtone	7-Jan-13		0.405		0.71	75.31
Ytlpower-wb	21-Jan-13		0.435		0.445	2.30
Fitters	21-Jan-13	6-May-13	0.565	0.63		11.50
Digista-or	13-Mar-13	18-Mar-13	0		0.065	N/A

Sold Pantech-WA - 7 May 2013

Another green day.  Tambun make a new record high.  Huayang retreats a little but made a very gain yesterday.  Again, taking the opportunity, I have sold off my Pantech-wa @ 0.32, translating to a 1.6% loss as my entry was 0.325.

Sold Fitters - 6 May 2013

I also managed to sell off Fitters at the end of afternoon session @ 0.63.  My entry price is 0.565, which translate to a gross profit of 11.5%, after holding the stock for about 2.5 months.

Sold Huayang - 6 May 2013

First day after election, the KLSE market surged over 100 points at the start and slowed down to 50 points.  It is still a significant run.  Seeing the opportunity, I have decided to sell my entire Huayang holdings between 2.14 and 2.17.  My average entry price is 0.708.  After doing the calculation, my gross profit from Huayang is 203%.  This is the reason why it is my favourite stock :)  Bear in mind, this is excluding all the dividends that I have received throughout the years.

Good luck to all.

Edit: Updated the gross profit % after calculation.

Sold Tambun - 8 April 2013

After an exciting month of monitoring Tambun's rally, I have finally decided to take profit on my Tambun @ 0.945.  My entry price is 0.58.  This translate to gross profit of 62.93%.  In between last year July until today, I have also received several generous dividends.   This is my second round of investment into Tambun and definitely performed much better than the initial round.

Good luck to all.